Which statement tool do I need?
- You have a PDF statement and want a spreadsheet. Use the bank statement converter, or the page for the file you want: bank statement to Excel or bank statement to CSV. Card statements have their own page, credit card statement to Excel, and paper statements or phone photos go through scanned bank statement to Excel.
- Your bank is in the list above. The per-bank pages are the same converter with notes for that bank's statement, including how its password-protected PDFs open.
- You already have a CSV or Excel export from online banking. The tools under "Work with a statement you already have" read it directly: find subscriptions, a student budget by category and month, self-employed expenses for the UK SA103 form, 1099 expenses for the IRS Schedule C, or CSV to QIF or OFX for personal finance software.
What happens to your file
The PDF converter uploads the statement over an encrypted connection, holds it in memory while it is read and checked, and does not store it. Account numbers are masked before any text is sent for reading. Every row is then tested against the balances and totals printed on the statement, and rows that do not add up are highlighted before you download. Free use covers 30 pages a day with no account.
The tools for CSV and Excel files work differently: they run in your browser, so the statement never leaves your device. The Security page explains both paths and how to check them yourself.